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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,419 | $168,635-91.4% | $147,617-90.2% | $125,389-88.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.56% | 77.65%-77.1pp | 61.98%-61.4pp | 282.24%-281.7pp |
| Employer contribution / active EE | $4,030 | $6,252-35.5% | $5,564-27.6% | $4,866-17.2% |
| Participant deferral / active EE | $5,698 | $5,507+3.5% | $4,895+16.4% | $5,352+6.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |